401(k) · DOL Form 5500 · 2022

Heat and Control, Inc. 401(k) Plan

Data updated 2026-08-11

$80M
Total assets
558
Participants
91st
Percentile by assets
$143,660
Avg per participant
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Official DOL plan name: Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan · Sponsored by Heat and Control, Inc. · California · Manufacturing

$80M in assets, 558 participants

Heat and Control, Inc.'s Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan reported $80M in total assets and 558 participants in its 2022 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 91st percentile by assets (of 139,126 plans)
  • #17,942 in Manufacturing (20,602 peers)

Where Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan sits by assets

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $80M for 558 participants (~$143,660/participant), down 11.5% in 2022.

$80M
total plan assets (2022 EOY)
558
covered participants
91st
percentile by assets (of 139,126 plans)
$143,660
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan sits by total assets

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$80,162,388 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Industry

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan vs the 2022 asset distribution

By assets, Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$80M
Net Income-$10M
Employer EIN941150095
Plan Effective Date1973-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat and Control, Inc.)

$100M$120M$140M$160M 202220232024 $117M $151M ▲ +28.8%
Total plan assets by year, all Heat and Control, Inc. plans on file
Year Plans Participants Total Assets
2022 2 692 $117M
2023 2 789 $134M
2024 2 847 $151M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heat and Control, In…, Total assets ($B): 0.080162388 · Participants: 558Heat and Control, In…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan assets move in 2022?
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan pulled back noticeably - down 11.5% during 2022, from $91M to $80M. Reported net income was -$10M.
How have Heat and Control, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Heat and Control, Inc.'s sponsor-wide assets grew 28.8%, from $117M to $151M.
Where does Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan rank by assets among Form 5500 filers?
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Savings Plan of Byk USA in CT ($80M, 491 participants).

Next read for Heat and Control, Inc. Profit-Sharing an…

Scale reading

Ways to act on Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan's numbers.

  • By total assets, Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Heat and Control, Inc.'s sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Manufacturing plans